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Palomar
PLMR

Overview Fund Activity

333 hedge funds and large institutions have $3.31B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+55
Holders Change %
+19.78%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
78
Increased
111
Reduced
114
Closed
22
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M

Top Buyers

1
FGP
Freestone Grove Partners
California
+$15.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$13.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$12.9M
4
Bessemer Group
Bessemer Group
New Jersey
+$12.8M
5
AIM
Artemis Investment Management
United Kingdom
+$10.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$29.8M
2
BlackRock
BlackRock
New York
-$20.7M
3
SDJVC
St. Denis J. Villere & Co
Louisiana
-$15.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.6M
5
GCM
Geneva Capital Management
Wisconsin
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$571M -$20.7M -150,932 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$349M -$4.3M -31,397 -1%
State Street
3
State Street
Massachusetts
$151M -$8.61M -62,795 -5%
American Century Companies
4
American Century Companies
Missouri
$114M +$5.99M +43,705 +6%
SIMG
5
Stephens Investment Management Group
Texas
$92.3M -$838K -6,115 -0.9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$88.3M +$3.41M +24,888 +4%
Westfield Capital Management
7
Westfield Capital Management
Massachusetts
$84.8M +$3.45M +25,138 +4%
CIP
8
Champlain Investment Partners
Vermont
$82.8M -$29.8M -217,645 -26%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$79.3M +$2.27M +16,566 +3%
DCM
10
Driehaus Capital Management
Illinois
$76.6M +$2.33M +17,014 +3%
AIM
11
Artemis Investment Management
United Kingdom
$73M +$10.6M +77,472 +17%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$68.6M -$5.21M -37,999 -7%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$58.3M -$880K -6,417 -1%
EA
14
Emerald Advisers
Pennsylvania
$51.6M -$8M -58,347 -13%
Federated Hermes
15
Federated Hermes
Pennsylvania
$50.8M -$515K -3,754 -1%
Macquarie Group
16
Macquarie Group
Australia
$45.3M -$3.17M -23,124 -7%
Northern Trust
17
Northern Trust
Illinois
$39.8M +$1.65M +12,043 +4%
SDJVC
18
St. Denis J. Villere & Co
Louisiana
$37.9M -$15.6M -113,798 -29%
GCM
19
Geneva Capital Management
Wisconsin
$33.7M -$12.4M -90,204 -27%
Morgan Stanley
20
Morgan Stanley
New York
$33.6M -$2.12M -15,460 -6%
Charles Schwab
21
Charles Schwab
California
$33.1M +$180K +1,314 +0.5%
Invesco
22
Invesco
Georgia
$32.8M +$8.28M +60,409 +34%
Handelsbanken Fonder
23
Handelsbanken Fonder
Sweden
$31.7M -$1.87M -13,620 -6%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$31.1M -$11.3M -82,185 -27%
FGP
25
Freestone Grove Partners
California
$30.3M +$15.1M +109,821 +98%
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